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Principal Securities’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Principal Securities’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-144
Closed -$7.67K – 2618
2025
Q3 		$7.67K Hold
144
– – ﹤0.01% 2818
2025
Q2 		$7.56K Hold
144
– – ﹤0.01% 2736
2025
Q1 		$7.5K Hold
144
– – ﹤0.01% 2639
2024
Q4 		$7.5K Hold
144
– – ﹤0.01% 2636
2024
Q3 		$8.32K Hold
144
– – ﹤0.01% 2515
2024
Q2 		$7.79K Hold
144
– – ﹤0.01% 2501
2024
Q1 		$8K Hold
144
– – ﹤0.01% 2439
2023
Q4 		$8.16K Buy
+144
New +$7.65K ﹤0.01% 2349

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Principal Securities's LTPZ Position: Q4 2025 in Review

Principal Securities sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025, closing a stake of 144 shares — an estimated $7.67K sold.

Principal Securities first reported a position in LTPZ in Q4 2023 and held it in 8 quarters. The position peaked at $8.32K in Q3 2024. 96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • Principal Securities reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 144 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $7.67K.
  • Principal Securities first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $8.32K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.